Form D · Other Investment Fund

Rooted Fund, LLC

Oakland, CA · CIK 0002020657

Offering snapshot reported Jun 8, 2026 · SEC filing

Reported sold
$8.13M
Indefinite offering
Investors reported
30
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
May 24, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$4.06M$8.13MJun 7, 2024: $1,000,000.00Jun 7, 2024May 28, 2025: $8,100,000.00May 28, 2025Jun 8, 2026: $8,125,000.00Jun 8, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$8,100,000 → $8,125,000
  • Reported investors27 → 30
  • Minimum accepted$50,000 → $25,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 8, 2026Amendment$8,125,000$25,000vs May 28, 202530SEC filing
May 28, 2025Amendment$8,100,000$7,100,000vs Jun 7, 202427SEC filing
Jun 7, 2024Initial$1,000,000No comparison1SEC filing

Offering details

Securities
Equity, Debt, Pooled investment fund
Exemptions
06c, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-515450

Source: Form D, filed Jun 8, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Runway Investment Advisory, Llc Executive
Jessica Norwood Promoter
Preston P. Price Promoter
Nina Robinson Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
490 Lake Park Ave Unit 10481
Oakland, CA, 94610